General interface
Pour :Administrateur
Once logged in, you arrive on your dashboard. The interface is divided into three main areas that you will find on all pages.
The three areas
1. The sidebar
This is your main menu, on the left at all times. It lists the modules to which you have access.
Available sections (in order)
| Icon | Section | What you find there |
|---|---|---|
| 📊 | Overview | Dashboard, projected, data exploration |
| 💰 | Finance | Payments, recurring payments, donation pledges, budget |
| 🎨 | Payment pages | Event Journeys, forms, funds, campaigns |
| 👥 | Contacts | Contact records, families, interactions, reminders, messages |
| 🌐 | Website | Configuration and content of your public site |
| ✈️ | Tourism | Organized trips, kosher places, accommodations |
| ⚙️ | Management | Bank reconciliation, expenses, projected |
Collapse / expand the sidebar
- Click on the ☰ (hamburger) icon at the top left of the header.
- In collapsed mode, the sidebar only shows the icons — useful to recover space on small screens.
- In expanded mode, you see the full labels.
Your preference is remembered from one session to another.
Navigate in a module
- Click on the module label to open its main page.
- Modules with sub-pages reveal the sub-sections on hover or click.
2. The header
Banner always visible at the top, which contains:
On the left
- The Unisoft logo — clicking on it always brings you back to the dashboard.
- The ☰ icon — collapses/expands the sidebar.
- The breadcrumb (depending on the page) — shows you where you are in the tree.
On the right
- 🔔 Notifications — red dot if something requires your attention.
- Your organization logo — click on it to switch organization if you manage several.
- Your name and avatar — click to open the user menu.
3. The user menu
The menu that opens by clicking on your avatar at the top right gives access to:
| Entry | What it is for |
|---|---|
| My organization | Edit the legal and contact information of your organization |
| Users | Manage the members of your team and their rights (admin only) |
| User preferences | Set your personal notifications and AI options |
| Tsedasmart | Configure your physical payment donation kiosks (if enabled) |
| Transfers | Manage internal transfers (if enabled) |
| Invoices | View your Unisoft invoices |
| Log out | Close your session — see the procedure |
4. The content area
This is the central space that changes depending on the page consulted. Depending on the module, you will see there:
- A filterable list (payments, contacts, forms, etc.) with search, filters, sorting and bulk actions.
- A detailed record (a contact, a payment, a campaign, etc.) with tabs and action buttons.
- A dashboard with charts and key indicators.
- A form to create or modify an element.
Recurring elements that you will see everywhere
| Element | Role |
|---|---|
| « + » or New button at the top right | Create a new element |
| Search field | Filter the list live |
| Filter icon | Refine by criterion (date, status, amount, etc.) |
| Eye icon | See the detail of a line without modifying it |
| Pencil icon | Edit |
| 3 dots (⋮) icon | Secondary actions (duplicate, export, delete, etc.) |
Good to know
And after?
- Activate or replay the guided tours to discover each module in context.
- See the next steps to choose which module to start with.